Is KRSOX or HDV a better dividend investment in 2026?

KRSOX currently yields 4.87% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: KRSOX offers higher current income.

What is the dividend yield difference between KRSOX and HDV?

KRSOX has a forward dividend yield of 4.87% ($1.13/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 1.95 percentage points.

Home › Compare › KRSOX vs HDV

KRSOX vs HDV: Dividend Comparison 2026

KRSOX yields 4.87% · HDV yields 2.92%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 KRSOX wins by $3.2K in total portfolio value

INVESTMENT

TIME HORIZON10 years

KRSOX

● Live price

4.87%

Share price

$23.16

Annual div

$1.13

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$27.5K

Annual income

$665.41

Full KRSOX calculator →

HDV

iShares Core High Dividend ETF

● Live price

2.92%

Share price

$135.39

Annual div

$3.96

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$24.3K

Annual income

$352.73

Full HDV calculator →

Portfolio growth — KRSOX vs HDV

📍 KRSOX pulled ahead of the other in Year 1

Annual dividend income

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Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis Period	KRSOX	HDV
2008–2009 GFC	— No data	— No data
2020 Q1–Q2 COVID	— No data	— No data
2022 Q4 Rate Hike	— No data	— No data

Based on dividend payment history. "Increased" = dividend grew during crisis. "Maintained" = held within 3%. "Cut" = reduced by more than 3%.

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Dividend Calendar Overlap

Combined, KRSOX + HDV cover 0 of 12 months — good coverage

Jan

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Feb

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Mar

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Apr

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May

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Jun

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Jul

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Aug

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Sep

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Oct

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Nov

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Dec

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KRSOX pays

HDV pays

Both pay

Neither

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Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

KRSOX

Annual income on $10K today (after 15% tax)

$414.10/yr

After 10yr DRIP, annual income (after tax)

$565.60/yr

HDV

Annual income on $10K today (after 15% tax)

$248.52/yr

After 10yr DRIP, annual income (after tax)

$299.82/yr

At 15% tax rate, KRSOX beats the other by $265.78/year in after-tax income after 10 years on $10,000

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Lazy Portfolio Split Optimizer

What's the optimal mix of KRSOX + HDV for your $10,000?

KRSOX: 50%HDV: 50%

100% HDV50/50100% KRSOX

Portfolio after 10yr

$25.9K

Annual income

$509.07/yr

Blended yield

1.96%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

KRSOX buys

HDV buys

No recent congressional trades found for KRSOX or HDV in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricKRSOXHDV

Forward yield	4.87% ✓	2.92%
Annual dividend / share	$1.13	$3.96 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$27.5K ✓	$24.3K
Annual income after 10y	$665.41 ✓	$352.73
Total dividends collected	$5.8K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

Year-by-year: KRSOX vs HDV ($10,000, DRIP)

Year	KRSOX Portfolio	KRSOX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$11,187	$487.18	$11,002	$292.38	+$185.00 → KRSOX
2	$12,480	$509.36	$12,084	$300.36	+$396.00 → KRSOX
3	$13,884	$531.03	$13,250	$308.02	+$634.00 → KRSOX
4	$15,408	$552.15	$14,506	$315.35	+$902.00 → KRSOX
5	$17,060	$572.67	$15,858	$322.35	+$1.2K → KRSOX
6	$18,846	$592.56	$17,313	$329.04	+$1.5K → KRSOX
7	$20,777	$611.80	$18,878	$335.42	+$1.9K → KRSOX
8	$22,862	$630.36	$20,560	$341.49	+$2.3K → KRSOX
9	$25,111	$648.23	$22,367	$347.25	+$2.7K → KRSOX
10	$27,534	$665.41	$24,307	$352.73	+$3.2K → KRSOX

KRSOX vs HDV: Complete Analysis 2026

KRSOX — Stock

A non-diversified, closed‑end management investment company structured as a REIT, managed by KKR. It invests at least 80% in stabilized, income-generating commercial real estate, single-tenant assets, and private real estate debt/preferred equity. Class U shares include a sales load typically via broker commissions.

Full KRSOX Calculator →

HDV — ETF

The iShares Core High Dividend ETF seeks to track the investment results of an index composed of relatively high dividend paying U.S. equities.

Full HDV Calculator →

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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.